Charles Schwab Corporation shares owned by CoreFirst Bank & Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CoreFirst Bank & Trust
from 13F filings
Historical chart of CoreFirst Bank & Trust investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by CoreFirst Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by CoreFirst Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82k | 862 | 95.47 |
| 2025-06-30 | $79k | 862 | 91.24 |
| 2024-12-31 | $14k | 182 | 74.01 |
| 2024-09-30 | $12k | 182 | 64.81 |
| 2024-03-31 | $1.6k | 22 | 72.32 |
| 2023-12-31 | $1.5k | 22 | 68.82 |
| 2023-09-30 | $56k | 1.0k | 54.90 |
| 2021-06-30 | $278k | 3.8k | 72.77 |
| 2021-03-31 | $249k | 3.8k | 65.18 |
| 2020-12-31 | $203k | 3.8k | 53.14 |